Schedule Outline Below
Monday June 20, 2022
Golf 11 AM Villas of Grand Cypress
Registration available online and your form!
Tuesday June 21 - Secondary Programs Begin Today
8 AM Registration Opens for Exhibitors and Attendees
8:30—9:30 AM Breakfast and Networking Time
10 AM—4 PM Exhibitors Set-up
10 – 11 AM Non-QM Panel
Steven Schwalb, Managing Partner, Angel Oak
Tom Davis, Executive Vice President, Correspondent Lending, First Guaranty Mortgage
Shelly Griffin, Senior Vice President, Client Development, Deephaven Mortgage
Moderator: Rudy Orman, CMB, Reliant Bank
11 – 11:30 AM Networking / Refreshment Break
11:30 AM – 12:30 PM American Enterprise Institute Housing Center Current Updates, Ed Pinto, Senior Fellow and Director, AEI Housing Center
Moderator: Nitin Dave
12:30 – 1:30 PM Lunch / Networking Time
1:30 – 2:30 PM Secondary Panel Discussion - A Day in the Life of a Secondary Desk Manager
Vinay Miglani, Senior Vice President, Capital Markets, FBC Mortgage
Joaquin “Ken” Torre, Executive Vice President, Capital Markets, First Guaranty Mortgage Corporation
Moderator: Mark Teteris, CMB Optimal Blue
2:30 – 3 PM Networking / Refreshment Break
3 – 5 PM Hedge Advisory Firms/MSR • Valuing Servicing Rights
• Importance of Customer Retention • Benefits of Hedging
• Best Execution • Mandatory vs. Best Efforts
• Single Loan Sale vs Bulk Sale
Azad Rafat, Senior Director MSR Services, Mortgage Capital Trading, Inc.
Toby Huskinson, Quantitative Scientist, Optimal Blue
Ashlee Davis, Vice President – Analytics, PHOENIX
Moderator: Tim Allen, CMB, First Horizon
5—6:30 PM Exhibit Grand Opening Welcome Reception
Wednesday June 22
7 AM Registration Opens
7:30—9 AM CMB Breakfast with Featured speaker Jim Deitch, CPA, CMB, CEO, Teraverde Mortgage and FinTech Thought Leader | Best Selling Author | Public Speaker
The 3 Things CMBs Should Be Doing Right Now
Following the speaker’s presentation Tim Allen, CMB will lead a discussion about the value of CMB designation, and the steps involved in attaining the designation.
Moderator: Tim Allen, CMB, First Horizon
8—9 AM Breakfast with Exhibitors
9 AM—12:30 PM Crossover Sessions of Interest to Secondary / Convention Attendees
9 – 10:30 AM Special Kick-Off Session-Announcement Coming
10:30 – 11:15 AM MBA Washington Update, Bob Broeksmit, CMB, President and CEO, MBA National
Moderator: Sherry Gallitz, CMB, Union Home Mortgage
11:15 – 11:45 AM Networking / Refreshment Break with Exhibitors
11:45 AM – 12:30 PM Economic Update, Doug Duncan, Ph.D. Senior Vice President and Chief Economist, Fannie Mae
Moderator: Doug Leever
12:30—1:30 PM Lunch with Exhibitors
1:30 PM Annual Convention Programs Begin/Sessions
1:30 – 3 PM Agency Updates (Speakers Confirming)
Moderator: Michelle Knoebel, CMB, SupportLink3
3 – 3:30 PM Networking / Refreshment Break with Exhibitors
3:30 – 4:45 CEO Panel
Tawn Kelley, President, Taylor Morrison Home Funding
Phil Defronzo President, Norcom Mortgage
Tim Wilson, CEO, President, Long and Foster
Moderator: Jim Deitch, CPA, CMB, Teraverde Financial LLC
4:45 - 6 PM Reception with Exhibitors / MPAC Drawings Begin
Thursday June 23
7 AM Registration Opens
8—9 AM Incoming Local Chapter Presidents Breakfast
9 AM—12:30 PM Convention Sessions
9 – 10 AM Client Engagement-Maximizing the Homebuyer Experience
Kristin Messerli, Vice President, Experience.com
Ralph Remy, Director, Client Digital Experience, National MI
Moderator: Robert Villalon, National MI
10 – 11 AM National and Florida Housing Market Update and Forecast
Kristine Smale, Senior Vice President, Zonda Advisory
Moderator: Doug Leever
11 – 11:30 AM Closing Networking Refreshment Break with Exhibitors
11:30 AM – 12 PM Affordable Housing Panel
Sean Moss, Executive Vice President, Down Payment Resource
Chip White, Homebuyer Loan Programs Director, Florida Housing Finance Agency
Moderator: Christie Buff, MGIC
12:30—2:30 PM Special Closing Luncheon with Annual Meeting / Election /Installation / Brown L Whatley Award and MPAC Drawings with special host and speaker, Steve Richman, National Director of Strategic Growth & Branding, VanDyk Mortgage
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